us federal reserve

Rate hikes are an exceptionally blunt, roundabout way to kill today's inflation. US Federal Reserve chair Jerome Powell acknowledged as much in his address to...

Government bonds were traditionally favoured for their non-correlation to equity markets. But even before COVID arrived on our doorstep more than two years ago, the...

Over the past two and a half years, global inflation markets have gone from shot to prominence for investors, as global lockdowns switched to global re-openings fueled...

The inspiration for the title of this wire is a Forbes article published earlier this week by Brian Domitrovic of The Laffer Center in Texas. In it, Brian declared...

“Get back to basics” and “Don’t make mistakes” – easily said, often difficult in practise. But they're key for credit investors seeking to navigate the current...

Ever thought a macro article would be compared to a horse race? Well, I have and in this case, it's central banks who are mingling behind the starting stalls for the...

Whether the US Federal Reserve moves interest rates half-a-dozen times in 2022 – or perhaps even more – one thing is certain: rates are heading higher. Just what...

Over the last 18 months, markets have repriced expectations for both interest rates and commodities, first gradually, then suddenly. The way this has occurred brings...

Australian rate adjustments often follow those in New Zealand. So when the Reserve Bank of New Zealand last week lifted its official cash rate by 25 basis points to...

Interest rate hikes and global inflationary pressures, as well as the withdrawal of stimulus programs and geopolitical risks, are expected to increase volatility...

How should investors approach a falling market while many of their investments are losing a lot of money? Glad you asked. In this wire, WealthLander's Jerome Lander...

Jamieson Coote Bonds expects the Federal Open Market Committee (FOMC) to hike by 50 basis points to begin their hiking cycle at the March FOMC meeting on March 17th...

In the AFR on Friday I wrote that blockbuster inflation data overnight has forced markets to converge with our expectation for 6-7 hikes from the US Federal Reserve in...

Concerns that the US Federal Reserve is behind the inflation curve intensified over the past week after rates were held at 0%-0.25%. The market's reaction was, well,...

The U.S. 10-year Treasury note is arguably the most important bellwether of global financial markets, especially when it comes to inflation. If the market expects...

In a research note over the weekend, Goldman Sachs chief economist Jan Hatzius wrote that while they expect the Fed to lift rates four times in 2022, the risks are...

Former Fed chair Janet Yellen famously said that central bank policy should be like ‘watching paint dry: uneventful, unsurprising and dull. She didn’t get her wish in...

In world markets (as in most things) Australia is a passenger rather than a driver. And that’s not always bad, especially when you're talking about the US Fed's latest...

Tim Toohey from Yarra Capital – who was rated Australia’s number one economist for 13 consecutive years – recently sat down with Malcolm Maiden to share his latest...

The current question amongst market commentators is who’s winning the transitory vs secular inflation debate?The most recent (August 2021) U.S. CPI data disappointed...